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Technology Stocks : Apple Inc.

AAPL 271.86

-1.0%

Dec 17 3:59 PM EST

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From: Moonray	10/14/2014 3:41:54 PM
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More: Apple, MSFT et al.: Street Shrugs over Closing of Irish Tax Loophole Reitzes concludes this is much ado about very little: While we likely haven’t heard the end of it, our view is that the tax issue is likely a more minor issue than it seems. We believe Apple is best positioned in hardware through 2015 given the potential for margin upside fueled by a mix shift toward the iPhone 6 plus form factor and the Apple Watch. He notes that any decision by the EU to impose fines on Apple or others for violating tax rules bears watching. RBC Capital Markets‘s Amit Daryanani writes that “the two main beneficiaries of the tax arrangement are Apple and EMC ( EMC) (Note: Seagate ( STX) is domiciled in Ireland and pays the appropriate tax-rate -12.5%).” Like Reitzes, he sees minimal impact to either company: “For simplicity, we assume that 100% of foreign pre-tax earnings operate under this arrangement to create a worst case scenario. With this in mind, we see a potential ~7% EPS impact for AAPL and ~5% EPS impact for EMC beginning in 2020.” More at: blogs.barrons.com o~~~ O

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